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Close + FormKeep

Create leads on Close for new submissions on FormKeep

When it comes to follow-ups, you can't afford to let those leads cool down. Use this integration to stay on top of everyone, automatically creating a new lead on Close for each new submission you get on FormKeep from then on.

When it comes to follow-ups, you can't afford to let those leads cool down. Use this integration to stay on top of everyone, automatically creating a new lead on Close for each new submission you get on FormKeep from then on.

  1. When this happens...
    FormKeepFormKeep
    New Submission

    Triggers when your form receives a new submission.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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formkeep logo
formkeep logo

About FormKeep

Form endpoints for designers and developers. You control the form look and feel, and FormKeep handles the data.

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